Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CENTERPOINT ENERGY INC | 47,835 | reported | 22 Apr 2020 | tx 3+53,923 |
| WEC ENERGY GROUP, INC. | 23,548 | reported | 05 Jan 2026 | tx 35+229,504.79−6,455 |
| BADGER METER INC | 4,524.707 | reported | 01 May 2026 | tx 25+4,400 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | BADGER METER INC | 131.28 | 152.35 USD | deriv |
| 27 Apr 2026 | GRANT_AWARD | BADGER METER INC | 952 | 122.96 USD | deriv |
| 02 Jan 2026 | TAX_WITHHOLDING | WEC ENERGY GROUP, INC. | 1,086 | 106.09 USD | |
| 05 Jan 2026 | TAX_WITHHOLDING | WEC ENERGY GROUP, INC. | 318 | 105.05 USD | |
| 02 Jan 2026 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 4,365 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 20,955 | 0.00 USD | deriv |
| 01 Jan 2026 | GRANT_AWARD | BADGER METER INC | 108.94 | 174.41 USD | deriv |
| 01 Oct 2025 | OTHER | BADGER METER INC | 18.22 | — | deriv |
| 01 Oct 2025 | GRANT_AWARD | BADGER METER INC | 89.62 | 178.54 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | BADGER METER INC | 65.32 | 244.95 USD | deriv |
| 28 Apr 2025 | GRANT_AWARD | BADGER METER INC | 78.84 | 190.25 USD | deriv |
| 28 Apr 2025 | GRANT_AWARD | BADGER METER INC | 494 | 215.78 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | BADGER METER INC | 84.1 | 190.25 USD | deriv |
| 05 Mar 2025 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 1,041.42 | 104.47 USD | deriv |
| 03 Jan 2025 | TAX_WITHHOLDING | WEC ENERGY GROUP, INC. | 624 | 94.18 USD | |
| 02 Jan 2025 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 4,429 | 0.00 USD | |
| 02 Jan 2025 | TAX_WITHHOLDING | WEC ENERGY GROUP, INC. | 609 | 94.55 USD | |
| 02 Jan 2025 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 17,885 | 0.00 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | BADGER METER INC | 75.43 | 212.12 USD | deriv |
| 01 Oct 2024 | OTHER | BADGER METER INC | 11.78 | — | deriv |
| 01 Oct 2024 | GRANT_AWARD | BADGER METER INC | 73.26 | 218.41 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | BADGER METER INC | 85.86 | 186.35 USD | deriv |
| 29 Apr 2024 | GRANT_AWARD | BADGER METER INC | 452 | 185.76 USD | deriv |
| 29 Apr 2024 | GRANT_AWARD | BADGER METER INC | 61.8 | 161.81 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | BADGER METER INC | 98.88 | 161.81 USD | deriv |